Intrinsic Financial Design Group

05/19/2026

Don’t forget to register and to join us for this week’s Thoughtful Third Thursday!!!

This week’s cool rainy weather makes it the perfect time to curl up and watch an insightful webinar featuring your favorite advisors, Jess and Sophia; who will share essential strategies for protecting yourself against fraud.

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

When: May 21, 2026
Time: 12 PM-1 PM
Where: Wherever you are!

Register here: f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

We hope to see you there!

05/14/2026

We cut the cheese all morning — and for once, everyone was proud of it.🧀🧀
We had a blast at this month's volunteering slicing, bagging, and conquering 2,000 pounds of mozzarella!

We can offically add; Master Packers📦, Expert Sorters✔️ and Professional Cheese Cutters🧀 to our skills lists.

We hope you will join us on next month's adventure!

05/13/2026

Settle in wherever you like — couch, desk, or your favorite cozy spot — and come hang out with us for this month’s Thoughtful Third Thursday webinar!

Join us on the third Thursday of each month to learn, connect, and gain insights designed to support your intrinsic motivations and goals — helping you continue to grow and thrive "Today, Tomorrow, together."

This month’s session features Jess and Sophia, who will share essential strategies for safeguarding yourself against fraud.

Please pass this event along, we want this to be a resource for our
friends and clients and those that they care most about.

We hope to see you there!

05/13/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/08/2026

Back at it again!

Your friendly neighborhood box packing squad is springing into action!! We are headed back to the Weld Food Bank next week to continue our journey toward becoming full fledged Master Packers. 📦🌼

Last month we packed like champs. Join us for the fun, the laughs, and the good we get to do together supporting our community! There’s something special about showing up for our community — and doing it together makes it even better.

🔔 Quick reminder: our volunteer day now happens on the second Thursday of every month.
📍 Weld Food Bank: 1108 H Street Greeley, CO 80631
🗓️ Thursday, May 14th
🕐 9:00 am – 11:00 am

👉 Sign up now on our website: https://www.intrinsicfdg.com/events/may-2026-food-bank-volunteering

👉 Register with the Food Bank: https://weldfoodbank.volunteerhub.com/vv2/lp/FinancialDesignGroup

04/24/2026

It was a pleasure having Transamerica share their insights and help break down topics that can often feel complex or overwhelming. Our hope is always to create conversations that feel approachable, informative, and supportive as you plan for what matters most.

If you’d like to revisit the discussion—or if something came up and you weren’t able to attend live—you can watch the replay here (skip ahead to webinar start at the 10 minute mark).

If the conversation sparked any questions or thoughts about your own planning, we’re always here to help. Please don’t hesitate to reach out if you’d like to continue the discussion or explore next steps at your own pace.
Thank you again for being part of our community. We hope to see you at a future Thoughtful Third Thursday!

Life and Legacy - A Thoughtful Third Thursday Webinar

04/15/2026

Don't forget to register to join us for this month’s Thoughtful Third Thursday!

Join us from wherever you’re most comfortable — your desk, your couch, or on your lunch.

Transamerica will be providing insights on key pieces of Estate Planning and Wealth Transfer that will help make planning for the future feel more manageable and less overwhelming

When: April 16, 2026
Time: 12 PM-1 PM
Where: Wherever you are!

Register here: 2089b05d-c0c0-4205-b28f-817ced2fe9c5@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2089b05d-c0c0-4205-b28f-817ced2fe9c5@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

Please pass this event along, we want this to be a resource for our friends, clients and those that you care most about.

We can’t wait to see you there!

04/13/2026

Join us for April's Thoughtful Third Thursday, April 16, 2026 from 12pm-1pm.

This month we'll be discussing Wealth Transfer Planning.

We’ll go over key pieces that help make planning for the future feel more manageable and less overwhelming. We’ll explore the essential documents everyone should have, retirement accounts and beneficiary designations, and how trusts can help bring clarity in time that matters most with our Cohost Transamerica.

Pass this invite along, we want this to be a resource for our friends and clients and those that they care most about.

We cant wait to see you there!

04/10/2026

We had a blast at this months volunteering day at the Weld Food Bank! 🌷🌸Spring has us out here blossoming into expert level senior‑box‑packing machines. 📦

It feels good to show up for our community — and even better to do it together. Hope to see you next month as we aim for Master‑level packing status.

04/08/2026

Trying his best.